Assets by plan
Share of aggregate retirement assets
Filings through .
Able Financial Group, LLC
EIN 20-4911852financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Health & Benefits
0
Participants
26
8737 E. VIA DE COMMERCIO, SUITE 100 - SCOTTSDALE, AZ 85258480-258-6104ablefinancialgroup.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 26 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ABLE FINANCIAL GROUP, LLC 401(K) PS PLAN
401(k)
Assets$3.7M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ABLE FINANCIAL GROUP, LLC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$2.6M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ABLE FINANCIAL GROUP, LLC 401(K) PS PLAN | 401(k) | $3.7M | 14 | 2025 |
| #002 | ABLE FINANCIAL GROUP, LLC DEFINED BENEFIT PENSION PLAN | Traditional DB | $2.6M | 12 | 2025 |
- #001 · 401(k) · 202514
- #002 · Traditional DB · 202512
Retirement plans